US Approves Nvidia H200 Chip Exports to China with Some Conditions

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US Approves Nvidia H200 Chip Exports to China with Some Conditions

Reuters01-14

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Max87
·01-14
$NVIDIA(NVDA)$ too much conditions & limitations put on top. Makes it a difficult deal. China must ensure security & US seeks to compromise it & limits usage. But never doubt Jensen. He survives the worst already. Not that easy to go down. After all, he's the man.
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mark2012
·01-14
This is not new news, its old news. China import restrictions are the real problem( or is that news questionable as well)?. Just like the prepay before delivery news. ( thst turned out to be fake news) . IS agreement for sell was always a given. but China doesn't really want them anyway. These news feeds seem like attempts at naked market manipulation.
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Cedric77
·01-14
🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)
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and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2272731600.USD","symbol_name":"Allianz Global Intelligent Cities AM Dis USD","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260113:nL6N3YE1H1:2","article_id":"2603871653","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2603871653","pubTimestamp":1768343806,"columns":[{"name":"Policy And Regulatory","id":32,"label_key":"policyRegulatory"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"The Trump administration on Tuesday gave the green light to China-bound sales of Nvidia's second most powerful AI chips.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia's second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate \"sufficient security procedures\" and cannot use the chips for military purposes. Those conditions had not been established previously.Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing's military and erode the U.S. advantage in artificial intelligence.Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia's China sales but might be difficult to enforce.\"As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,\" Goldberg said. \"Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.\"CHINESE H200 ORDERS TOP 2 MILLIONChinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia's inventory of 700,000 of the chips.At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China's AI capabilities.\"The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,\" Khan said. \"The Administration will also face challenges enforcing the rule's know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.\"Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia's and AMD's most advanced chip designs.When Trump announced the sales last month, he said they would be exported to China \"under conditions that allow for continued strong National Security.\"But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":true,"code":"91000000","status":"200"},"commentList":[{"id":521689041715952,"gmtCreate":1768382329426,"gmtModify":1768382332984,"author":{"id":"3566067400555906","authorId":"3566067400555906","name":"Max87","avatar":"https://static.tigerbbs.com/219d0a08ffb0e55100e7065a33ff101a","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3566067400555906","idStr":"3566067400555906"},"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> too much conditions &amp; limitations put on top. Makes it a difficult deal. China must ensure security &amp; US seeks to compromise it &amp; limits usage. But never doubt Jensen. He survives the worst already. Not that easy to go down. After all, he's the man.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> too much conditions &amp; limitations put on top. Makes it a difficult deal. China must ensure security &amp; US seeks to compromise it &amp; limits usage. But never doubt Jensen. He survives the worst already. Not that easy to go down. After all, he's the man.","text":"$NVIDIA(NVDA)$ too much conditions & limitations put on top. Makes it a difficult deal. China must ensure security & US seeks to compromise it & limits usage. But never doubt Jensen. He survives the worst already. Not that easy to go down. After all, he's the man.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521689041715952","repostId":2603871653,"repostType":2,"repost":{"id":"2603871653","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1768343806,"share":"https://ttm.financial/m/news/2603871653?lang=en_US&edition=fundamental","pubTime":"2026-01-14 06:36","market":"us","language":"en","title":"US Approves Nvidia H200 Chip Exports to China with Some Conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2603871653","media":"Reuters","summary":"The Trump administration on Tuesday gave the green light to China-bound sales of Nvidia's second most powerful AI chips.","content":"<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Approves Nvidia H200 Chip Exports to China with Some Conditions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Approves Nvidia H200 Chip Exports to China with Some Conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-14 06:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia's second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate \"sufficient security procedures\" and cannot use the chips for military purposes. Those conditions had not been established previously.Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing's military and erode the U.S. advantage in artificial intelligence.Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia's China sales but might be difficult to enforce.\"As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,\" Goldberg said. \"Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.\"CHINESE H200 ORDERS TOP 2 MILLIONChinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia's inventory of 700,000 of the chips.At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China's AI capabilities.\"The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,\" Khan said. \"The Administration will also face challenges enforcing the rule's know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.\"Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia's and AMD's most advanced chip designs.When Trump announced the sales last month, he said they would be exported to China \"under conditions that allow for continued strong National Security.\"But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.","news_type":1,"symbols_score_info":{"NVDW":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDG":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDQ":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVD":0.6,"NVDU":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDA":1.97}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":521455104120040,"gmtCreate":1768347681950,"gmtModify":1768347686391,"author":{"id":"4217445003125362","authorId":"4217445003125362","name":"mark2012","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4217445003125362","idStr":"4217445003125362"},"htmlText":"This is not new news, its&nbsp;old news. China import restrictions are the real problem( or is that news questionable as well)?. Just like&nbsp;the prepay before delivery news. ( thst turned out to be&nbsp;fake news)&nbsp;. IS agreement for sell was always a given. but China doesn't really want them anyway. These news feeds seem like&nbsp;attempts at naked&nbsp;market manipulation.","listText":"This is not new news, its&nbsp;old news. China import restrictions are the real problem( or is that news questionable as well)?. Just like&nbsp;the prepay before delivery news. ( thst turned out to be&nbsp;fake news)&nbsp;. IS agreement for sell was always a given. but China doesn't really want them anyway. These news feeds seem like&nbsp;attempts at naked&nbsp;market manipulation.","text":"This is not new news, its old news. China import restrictions are the real problem( or is that news questionable as well)?. Just like the prepay before delivery news. ( thst turned out to be fake news) . IS agreement for sell was always a given. but China doesn't really want them anyway. These news feeds seem like attempts at naked market manipulation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521455104120040","repostId":2603871653,"repostType":2,"repost":{"id":"2603871653","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1768343806,"share":"https://ttm.financial/m/news/2603871653?lang=en_US&edition=fundamental","pubTime":"2026-01-14 06:36","market":"us","language":"en","title":"US Approves Nvidia H200 Chip Exports to China with Some Conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2603871653","media":"Reuters","summary":"The Trump administration on Tuesday gave the green light to China-bound sales of Nvidia's second most powerful AI chips.","content":"<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Approves Nvidia H200 Chip Exports to China with Some Conditions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Approves Nvidia H200 Chip Exports to China with Some Conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-14 06:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia's second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate \"sufficient security procedures\" and cannot use the chips for military purposes. Those conditions had not been established previously.Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing's military and erode the U.S. advantage in artificial intelligence.Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia's China sales but might be difficult to enforce.\"As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,\" Goldberg said. \"Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.\"CHINESE H200 ORDERS TOP 2 MILLIONChinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia's inventory of 700,000 of the chips.At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China's AI capabilities.\"The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,\" Khan said. \"The Administration will also face challenges enforcing the rule's know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.\"Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia's and AMD's most advanced chip designs.When Trump announced the sales last month, he said they would be exported to China \"under conditions that allow for continued strong National Security.\"But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.","news_type":1,"symbols_score_info":{"NVDW":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDG":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDQ":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVD":0.6,"NVDU":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDA":1.97}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":521418275762544,"gmtCreate":1768345905256,"gmtModify":1768345910320,"author":{"id":"3575196385895354","authorId":"3575196385895354","name":"Cedric77","avatar":"https://static.tigerbbs.com/e5ee082b05004f20d3486afedee30814","vip":1,"crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3575196385895354","idStr":"3575196385895354"},"htmlText":"🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)","listText":"🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)","text":"🔹 Best case: If China fully opens its market and demand converts to orders, sales could be in the tens of billions of dollars in 2026. 🔹 Near term: Early shipments currently planned are much smaller until Beijing clarifies policy. 🔹 Profitability: Even after revenue sharing, Nvidia would likely earn significant net revenue per chip, though margins would be less than if no government revenue share applied. Is a BUY for me...:-)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521418275762544","repostId":2603871653,"repostType":4,"repost":{"id":"2603871653","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1768343806,"share":"https://ttm.financial/m/news/2603871653?lang=en_US&edition=fundamental","pubTime":"2026-01-14 06:36","market":"us","language":"en","title":"US Approves Nvidia H200 Chip Exports to China with Some Conditions","url":"https://stock-news.laohu8.com/highlight/detail?id=2603871653","media":"Reuters","summary":"The Trump administration on Tuesday gave the green light to China-bound sales of Nvidia's second most powerful AI chips.","content":"<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Approves Nvidia H200 Chip Exports to China with Some Conditions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Approves Nvidia H200 Chip Exports to China with Some Conditions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-14 06:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Jan 13 (Reuters) - The Trump administration on Tuesday gave a formal green light to China-bound sales of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.</p><p>According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.</p><p>Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate &#34;sufficient security procedures&#34; and cannot use the chips for military purposes. Those conditions had not been established previously.</p><p>Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.</p><p>U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing&#39;s military and erode the U.S. advantage in artificial intelligence.</p><p>Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia&#39;s China sales but might be difficult to enforce.</p><p>&#34;As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,&#34; Goldberg said. &#34;Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.&#34;</p><h2 id=\"id_12470582\" style=\"text-align: start;\">CHINESE H200 ORDERS TOP 2 MILLION</h2><p>Chinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia&#39;s inventory of 700,000 of the chips.</p><p>At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.</p><p>Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China&#39;s AI capabilities.</p><p>&#34;The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,&#34; Khan said. &#34;The Administration will also face challenges enforcing the rule&#39;s know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.&#34;</p><p>Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia&#39;s and <a href=\"https://laohu8.com/S/AMD\">AMD</a>&#39;s most advanced chip designs.</p><p>When Trump announced the sales last month, he said they would be exported to China &#34;under conditions that allow for continued strong National Security.&#34;</p><p>But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.</p><p>Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDA":"英伟达","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","NVIW.SI":"NVDA 3xLongSG261006","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - 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The Trump administration on Tuesday gave a formal green light to China-bound sales of Nvidia's second most powerful AI chips, putting in place a rule that will likely kickstart shipments of the H200 despite deep concerns among China hawks in Washington.According to the regulations, the chips will be reviewed by a third-party testing lab to confirm their technical AI capabilities before they can be shipped to China, which cannot receive more than 50% of the total amount of chips sold to American customers.Nvidia will need to certify there are enough H200s in the U.S., while Chinese customers must demonstrate \"sufficient security procedures\" and cannot use the chips for military purposes. Those conditions had not been established previously.Nvidia and the Chinese embassy in Washington did not immediately respond to requests for comment.U.S. President Donald Trump announced last month that he would allow the chip sales in exchange for a 25% fee for the U.S. government. The decision drew fire from China hawks across the U.S. political spectrum over concerns the chips would supercharge Beijing's military and erode the U.S. advantage in artificial intelligence.Jay Goldberg, an equities analyst with Seaport Research, said the caps on exports appeared to be a compromise that put some restrictions on Nvidia's China sales but might be difficult to enforce.\"As we have seen, (Chinese) companies have found ways to get access to those chips, and the U.S. government appears highly transactional in their approach to chip exports,\" Goldberg said. \"Put another way, this looks like a Band-Aid, a temporary attempt to cover the huge gap among the U.S. government’s export policy makers.\"CHINESE H200 ORDERS TOP 2 MILLIONChinese technology companies have placed orders for more than 2 million H200 chips that are priced at around $27,000 each, Reuters reported last month, exceeding Nvidia's inventory of 700,000 of the chips.At the Consumer Electronics Show last week in Las Vegas, Nvidia CEO Jensen Huang said the company was ramping up production of H200 chips amid strong demand both from China and the rest of the world that was driving up the price to rent the H200 chips currently sitting in cloud computing data centers.Saif Khan, who served as director of technology and national security on the White House National Security Council under former President Joe Biden, said the rule would substantially boost China's AI capabilities.\"The rule would allow about two million advanced AI chips like the H200 to China, an amount equal to the compute owned today by a typical U.S. frontier AI company,\" Khan said. \"The Administration will also face challenges enforcing the rule's know-your-customer requirements that restrict Chinese cloud providers from supporting nefarious uses.\"Such concerns had prompted the Biden administration to bar sales of advanced AI chips to China. But the Trump administration, led by White House AI czar David Sacks, argues that shipping advanced AI chips to China discourages Chinese competitors - such as heavily sanctioned Huawei - from redoubling efforts to catch up with Nvidia's and AMD's most advanced chip designs.When Trump announced the sales last month, he said they would be exported to China \"under conditions that allow for continued strong National Security.\"But questions have arisen around whether the administration would in practice impose any limits on the chip shipments, or even if Beijing would allow their sales domestically.Reuters reported last month that the U.S. had launched a review that could result in the first shipments of the chips to China.","news_type":1,"symbols_score_info":{"NVDW":0.6,"DIPS":0.6,"3NVD.UK":0.6,"NVDY":0.6,"NVDG":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDS":0.6,"NVDQ":0.6,"NVDS.UK":0.6,"NVII":0.6,"NVD":0.6,"NVDU":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDA":1.97}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":12,"commentSize":3,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}